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Clearstead acquires $5B wealth firm

Clearstead acquires a Virginia-based wealth and investment management firm, resulting in an organization with $44 billion in AUA. ....

United States , North Carolina , Flexpoint Ford , Wilbanks Smith , David Fulton , Wayne Wilbanks , Clearstead Advisory Solutions , Burkhart Co , Virginia Based Wilbanks Smith , Thomas Asset , Snow Financial Advisors , Avalon Trust , Thomas Asset Management , Smartleaf Asset Management ,

WealthStack Roundup: Testimonial IQ To Debut Upgrades

Also, Smartleaf Asset Management collaborates with Clearstead Advisors and retirement assets in automated state savings programs reach $1 billion. ....

New Jersey , United States , New York , Las Vegas , Flexpoint Ford , Choice Savings Program , Technology Tools For Today , Technology Tools , Google Reviews , Amplify Reviews , Smartleaf Asset Management , Cleveland Based Clearstead , Clearstead Advisor , Asset Management , Principal Asset Management , Smartleaf Asset , Clearstead Advisors , Avalon Trust , State Automated Savings Programs Reach , Pew Charitable , Secure Choice Savings ,

Clearstead Advisors acquires CLS Consulting of Medina County | Crain's Cleveland Business

The small acquisition represents the third deal by Clearstead since it was bought by private equity firm Flexpoint Ford. ....

United States , Medina County , Cindy Steeb , Dave Fulton , Flexpoint Ford , Clearstead Advisors , Valley City , Avalon Trust ,

Clearstead Advisors Acquires Santa Fe-Based Avalon Trust

/PRNewswire/ Clearstead Advisors ("Clearstead"), a high-net-worth focused independent financial advisory firm serving private and institutional clients, has. ....

New Jersey , United States , New Mexico , Julia Peters , Flexpoint Ford , Andrew Wallerstein , Christine Mcdermott , Dave Fulton , Clearstead Advisors , Avalon Trust , Atlantic Trust , Sustainable Clearstead , Capital Partners , Colchester Partners ,

Clearstead supports its growth strategy with Avalon Trust acquisition

The private equity-backed firm adds about $2 billion in client assets under management and offices in New Mexico, New Jersey and Oregon with the deal. ....

United States , New Jersey , Julia Peters , Kathleen Thompson , Flexpoint Ford , Andrew Wallerstein , Christine Mcdermott , Dave Fulton , Hartland Co , Clearstead Advisors , Avalon Trust , New Mexico Based , Sustainable Clearstead , Rosemont Investment Partners ,